M Holdings Securities Inc. (M Securities)
A subsidiary of M Financial Group
1125 N.W. Couch St.
Portland, OR 97209
Clearing firm: Pershing LLC
No. advisers: 856
No. franchises: 228
Year founded: 2000
Year end: Dec. 31
No. of retail offices: 185
Recruitment & Staffing
|No. of reps||856||862||911|
|No. of producing reps||558||561||553|
|No. of reps producing $100K-$499K /year||163||164||149|
|Total revenues: Other||$3,200,208||$3,106,318||$3,253,359|
|Total account assets||$34,042,891,000||$33,944,166,974||$33,400,232,679|
|Total account assets: Other||$29,614,528,000||$29,555,192,974||$29,307,576,161|
|Average assets per rep||$39,769,732||$39,378,384||$36,663,263|
April 23, 2017 - Top 50 IBDs ranked by 2016 revenue Bubble view By group Table view Firm 2016 revenue ($M) % change vs. 2015 2016 commission revenue ($M) % change vs. 2015 2016 fee revenue ($M) % change vs. 2015 2016 other revenue ($M) % change vs. 2015 1 LPL Financial...
January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....
January 17, 2014 - Holding company IBD subsidiary 2013 2012 % change LPL Financial Holdings Inc. LPL Financial LLC 13,553 13,155 3.0% Ameriprise Financial Ameriprise Financial Services Inc. 7,526 7,449 1.0% Cetera Financial Group Cetera Advisor Networks, Cetera Financial...
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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